Client Services Manager

Reed; Horsham; On-site; GBP 29,000 - 35,000; Full time

Job summary

A financial planning firm in Horsham is seeking an experienced Client Services Manager to deliver exceptional service to high-net-worth clients. Key responsibilities include client communication, managing documentation, and ensuring data accuracy. The ideal candidate has at least one year of IFA Administration experience, excellent communication skills, and proficiency in Microsoft Office. The role offers a competitive salary and additional benefits, including holidays and professional development support.

Benefits

Competitive salary plus annual bonus

Excellent holiday package

Financial support for professional qualifications

Free parking

Regular business hours

Qualifications

• Minimum of 1 year's experience within an IFA Administration role.
• High-quality written skills with close attention to detail and accuracy.
• Able to prioritise and plan own workload.

Responsibilities

• Liaise directly with clients and other parties, resolving any queries.
• Prepare paperwork for client meetings and produce post-meeting reports.
• Ensure back-office data is accurate and up to date.

Skills

Excellent communication skills

Attention to detail

Organizational skills

Ability to work independently

Teamwork skills

Proficient in Microsoft Word

Proficient in Microsoft Excel

Proficient in Microsoft Outlook

Tools

Xplan

Job description

Overview

• Annual Salary: Up to £35,000 per annum, dependent on experience
• Location: Horsham
• Job Type: Full-time

Join a well-established, independent Chartered financial planning firm dedicated to helping clients achieve their life goals. We are looking for an experienced Client Services Manager to join our team and play a key role in delivering exceptional service to our high-net-worth clients.

Responsibilities

• Liaise directly with clients and other parties, resolving any queries through effective communication.
• Work with providers to gather and record accurate policy information.
• Contact clients and schedule client review meetings within designated time frames.
• Prepare paperwork for client meetings and produce post-meeting reports.
• Manage internal and external post.
• Ensure back-office data is accurate and up to date, and all client service reminders are in place and adhered to.
• Ensure adherence to Conduct Risk standards, FCA rules, regulatory requirements, and company policies and procedures.
• Support and process the administration of new and existing business.
• Report any breaches or complaints to the Practice Manager.
• Coordinate mailshots as and when required.
• Maintain management of confidential waste.
• Make tea and coffee for client meetings.

Qualifications & Requirements

• Minimum of 1 year's experience within an IFA Administration role.
• Excellent communication skills, both listening and speaking, to clients in a compassionate and personable way.
• High-quality written skills with close attention to detail and accuracy.
• Able to prioritise and plan own workload with a well-organised to-do list.
• Able to work independently and within a team.
• Proficient in Microsoft Word, Excel, and Outlook.
• Experience with Xplan (our back-office system) is desirable but not essential.

Benefits

• Competitive salary plus annual bonus.
• Excellent holiday package including public holidays, time off between Christmas and New Year, 23 days holiday per annum, and a day off on your birthday.
• Financial support for professional qualifications and rewards for achievements.
• Free parking
• Business operating hours are Monday to Friday, 9am to 5pm.

To apply for the Client Services Manager position, please submit your CV and cover letter as soon as possible to be considered for this role.